Plan Ledger DOL Form 5500 · updated monthly

Citrus Hills Investment Properties, LLCbenefits

Citrus Hills Investment Properties Benefit Welfare Plan · HERNANDO, FL · plan year 2024

Broker compensation reported · 2024
$47,908

Citrus Hills Investment Properties, LLC's benefits plans covered 235 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $792,874. Insurance brokers and agents were paid $47,908 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.0% of premiums. That is $204 per covered person, above the median for employer plans that report broker pay. Broker pay rose 3.6% from $46,243 in 2023.

Insurance contracts · 20244
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug$699K · 70 covered
HEALTH OPTIONS, INC · health drug$94K · 16 covered
AMERITAS LIFE INSURANCE CORPORATION · dental visionpremiums n/a · 224 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 235 covered
Brokers & agents paid · 20244
SANDSTONE PARTNERS HOLDINGS, LLC$31,715
SANDSTONE PARTNERS HOLDINGS, LLC SA$8,746
SANDSTONE PARTNERS HOLDINGS LLC$5,651
MCGRIFF INSURANCE SERVICES LLC$1,796 · incl $1,796 fees
Also brokered by Sandstone Partners Holdings, LLC1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 592434110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.